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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,653 | $78,423+7.9% | $95,964-11.8% | $79,856+6.0% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.7pp | 69.6%+1.8pp |
| Annual return | 18.61% | 19.37%-0.8pp | 91.64%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,580 | $3,440+4.1% | $4,167-14.1% | $3,741-4.3% |
| Admin fee / account holder | $1,401 | $5,622-75.1% | $6,797-79.4% | $5,306-73.6% |